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Tax-saving strategies and innovative investment products can help boost income in retirement and keep more of what you make!

With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in building a healthy retirement income. 2018 is the most important tax planning year we’ve seen in a long time because of the Federal tax changes. Let’s examine tax efficient strategies of how different types of investments and savings vehicles are taxed and how it reflexes on your investment portfolio.